CFNEIA is here to strengthen your relationship with the people who trust you and to ensure your clients' giving creates the greatest impact on the communities they love.
Benefits of Partnership
Respecting Your Role: You are your clients’ trusted advisor, and that doesn’t change when you partner with us. Our goal is to be a complementary partner by helping you create effective charitable strategies.
Flexible Options: We're here to help you serve your clients' needs by creating custom charitable giving plans. We structure charitable funds tailored to help your clients achieve their charitable goals.
Tax-Efficient Strategies: Your clients will appreciate the local charitable impact and tax advantages you help them achieve by working with the Community Foundation, including the Endow Iowa 25% state tax credit.
Community Connections: Our team has an in-depth knowledge of the region’s greatest challenges and the nonprofits addressing them
Client Solutions
Partnering with CFNEIA helps you identify the best philanthropic solutions for your clients. Our experienced team of charitable advisors understands our communities and helps you meet your clients' needs by offering a wide range of customized giving options.
We offer a variety of resources to help you work with your clients to maximize the impact of their charitable giving. We are committed to being your charitable giving resource center.
CFNEIA offers quarterly networking and learning opportunities through its professional advisor charitable education series. Learn from industry peers about tax-effective charitable strategies for you and your clients.
Let us help you create the best charitable solutions for your clients. Our Charitable Impact Team is happy to come meet with you and your team to discuss the benefits of partnership. Contact us to start the conversation.
